Other Citywire websites
Stay connected:

View the article online at http://citywire.co.uk/new-model-adviser/article/a655563

Schroders launches multi-asset Wealth Preservation fund

by Matthew Goodburn on Feb 04, 2013 at 09:27

Schroders launches multi-asset Wealth Preservation fund

Schroders has launched a low volatility multi-asset fund with a target of preserving and growing savings under all economic conditions.

The Schroder ISF Wealth Preservation fund is run by Malcolm Melville, who will have flexibility to invest in equities, bonds, currencies and cash.

The investment process, which involves analysts and managers visiting different countries and then deciding whether to invest or remain in cash,  is the one used on the group’s €4 billion Schroder ISF Emerging Markets Debt Absolute Return fund , headed up by Geoff Blanning which has returned 18.4% over the five years to the end of December.

The fund is dollar denominated and targeted at high net worth individuals and retail investors in the UK and overseas.

Melville told New Model Adviser® sister publication Citywire Global: 'It is very simple, has no leverage and no complex derivatives. In terms of equities we have launched with our biggest overweight to Japanese equities, which have been out of favour for some time. All our positions are small, and we can only add to them if they are making money. There are also some selective Asian equities and some German and UK positions.'

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Opportunities emerge as production moves back home

As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

A spotlight on Alastair Mundy

Alastair Mundy met Citywire's Daniel Grote at the London Stock Exchange Studios for a detailed interview about the Investec Cautious Managed fund.

More about this article:

Look up the funds

  • Schroder ISF Em Mkts Debt Abs Ret A Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Geoff Blanning
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us



FOS appoints new chief executive

by Michelle Abrego on Jul 23, 2014 at 15:04

Sorry, this link is not
quite ready yet